Mountain Capital Investment Advisors’s Diversified Real Asset Income Fd DRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-861
Closed -$15K 566
2017
Q2
$15K Buy
+861
New +$15K 0.01% 259

Mountain Capital Investment Advisors's DRA Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Diversified Real Asset Income Fd (DRA) in Q3 2017, closing a stake of 861 shares — an estimated $15K sold.

Mountain Capital Investment Advisors first reported a position in DRA in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 0 funds tracked by Wall St. Rank hold DRA as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Diversified Real Asset Income Fd position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 861 Diversified Real Asset Income Fd shares in Q3 2017, an estimated $15K.
  • Mountain Capital Investment Advisors first reported a position in Diversified Real Asset Income Fd in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Diversified Real Asset Income Fd position peaked at $15K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Diversified Real Asset Income Fd as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.